Finacle Tips

Finacle Error No.E2067 -Record already exists

What does mean error No.E2067 in Finacle Error Messages E2067 - The record already exists. While doing the same action in Finacle HPBPR Menu, error message as record already exists. HPBPR - P ass B ook P rint R eset  Hence, it may be verified or Canc…

DOP Finacle Tips for Multiple Login and Menu shortcut

1) To Login SU Finacle user without logout of CPA user, just goto "File" menu in Internet Explorer and click on "New Session". And Login as SU. 2) Instead of remembering all menu shortcuts in Finacle you just add frequently u…

Instructions on Opening of Minor Accounts Operated by Guardian

Instruction on Opening of Minor Accounts Instructions of Account Opening of Minor Operated accounts operated by Guardian are followed. Simple things keep in mind at the time of account opening for Minor. The instructions are CIF Ids of bo…

Proper format of Application form and KYC form in CBS Offices

Sample Account Opening Form and KYC format is displayed below for reference. The forms are correctly filled and the same has to verify by the Operator and Supervisor of the DOP Official then submitted the relevant document to CPC for further process…

Guidelines to be followed while opening an Account in DOP Finacle

Account Opening Guidelines in DOP Finacle Complete address along with the Pincode should be provided at the appropriate columns. In the case of already existing CIF, if the photograph & Signature are accessible from Finacle, there is no need…

Instructions for Optimal utilization of Finacle CBS Application

1. All Post Offices should complete entering and verification of all transactions by 4 P.M. including B.O Transactions. If any BO daily account is received late, that BO transactions can be posted on the next day with value date as BO date.  2. …

Instruction about Login Credentials in DOP Finacle

DOP Finacle Credentials Instructions  Change Credentials : Minimum 8 characters long. Maximum 15 characters long. Necessarily have any three of the following types: lower case alphabet upper case alphabet numeric special The…

Finacle Core Activities - Important Menus In DOP Finacle

Finacle CBS Core activities Menu Welcome Menu: CIF – Modify retail customer and verification (CMRC) Welcome Kit – Welcome Kit account opening - CWELAOP Savings – QDE Modification of a savings account and verification Cheque book – CC…

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